DIV vs SPHD
Comparison between GLOBAL X SUPERDIVIDEND U.S. ETF (DIV, ETF) and INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD, ETF).
5-Year PerformanceSPHD has outperformed DIV, delivering a return of +6.0% compared to +5.2%
DIV vs SPHD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIV
$750M
Winner
SPHD
$3.30B
Expense Ratio
DIV
0.45%
Winner
SPHD
0.30%
Max Drawdown
DIV
62.52%
Winner
SPHD
42.14%
Sharpe Ratio
Winner
DIV
1.17
SPHD
0.71
5Y Beta
DIV
0.42
Winner
SPHD
0.38
P/E Ratio
DIV
19.17
Winner
SPHD
18.87
Forward P/E
Winner
DIV
11.51
SPHD
13.25
PEG Ratio
DIV
N/A
SPHD
0.49
5Y Dividends CAGR
DIV
1.79%
Winner
SPHD
6.35%
5Y EPS CAGR
Winner
DIV
7.00%
SPHD
5.66%
Debt to Equity
DIV
N/A
SPHD
-44.44%
P/S Ratio
Winner
DIV
0.95
SPHD
1.86
P/B Ratio
DIV
1.82
Winner
SPHD
1.82
DIV vs SPHD - Holdings Comparison
DIV and SPHD have 8 common holdings. Overlap is 13.25%
DIV's top 25 holdings weight is 54.86%. SPHD's top 25 holdings weight is 60.77%.
| Rank | DIV | SPHD |
|---|---|---|
| #1 | TSAKOS ENERGY NAVIGATION LTD (TEN) - 2.95% | ALTRIA GROUP INC (MO) - 3.52% |
| #2 | CBL & ASSOCIATES PROPERTIES INC NEW (CBL) - 2.56% | VERIZON COMMUNICATIONS INC (VZ) - 3.47% |
| #3 | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 2.52% | HEALTHPEAK PROPERTIES INC (DOC) - 3.33% |
| #4 | FLEX LNG LTD (FLNG) - 2.37% | THE KRAFT HEINZ CO (KHC) - 2.95% |
| #5 | SFL CORP LTD (SFL) - 2.33% | PFIZER INC (PFE) - 2.90% |
| #6 | CVR PARTNERS LP (UAN) - 2.33% | FRANKLIN RESOURCES INC (BEN) - 2.82% |
| #7 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 2.32% | ONEOK INC (OKE) - 2.81% |
| #8 | USA COMPRESSION PARTNERS LP (USAC) - 2.26% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.66% |
| #9 | ALEXANDER'S INC (ALX) - 2.22% | KIMCO REALTY CORP (KIM) - 2.46% |
| #10 | HESS MIDSTREAM LP CLASS A (HESM) - 2.17% | REALTY INCOME CORP (O) - 2.43% |
| #11 | ALTRIA GROUP INC (MO) - 2.17% | AMCOR PLC ORDINARY SHARES (AMCR) - 2.37% |
| #12 | WESTLAKE CHEMICAL PARTNERS LP (WLKP) - 2.16% | CROWN CASTLE INC (CCI) - 2.34% |
| #13 | TFS FINANCIAL CORP (TFSL) - 2.10% | CONAGRA BRANDS INC (CAG) - 2.26% |
| #14 | WESTERN MIDSTREAM PARTNERS LP (WES) - 2.09% | DOMINION ENERGY INC (D) - 2.12% |
| #15 | NORTHWESTERN ENERGY GROUP INC (NWE) - 2.09% | CHEVRON CORP (CVX) - 2.09% |
| #16 | GLOBAL PARTNERS LP (GLP) - 2.06% | EXTRA SPACE STORAGE INC (EXR) - 2.07% |
| #17 | DOMINION ENERGY INC (D) - 2.05% | BRISTOL-MYERS SQUIBB CO (BMY) - 2.07% |
| #18 | UNIVERSAL CORP (UVV) - 2.04% | KIMBERLY-CLARK CORP (KMB) - 2.07% |
| #19 | GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.04% | KINDER MORGAN INC CLASS P (KMI) - 2.05% |
| #20 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.03% | PUBLIC STORAGE (PSA) - 2.05% |
| #21 | EASTERLY GOVERNMENT PROPERTIES INC (DEA) - 2.02% | T. ROWE PRICE GROUP INC (TROW) - 2.04% |
| #22 | THE KRAFT HEINZ CO (KHC) - 2.02% | AT&T INC (T) - 2.00% |
| #23 | NORTHWEST NATURAL HOLDING CO (NWN) - 2.00% | EOG RESOURCES INC (EOG) - 1.99% |
| #24 | MPLX LP PARTNERSHIP UNITS (MPLX) - 1.98% | UDR INC (UDR) - 1.98% |
| #25 | VERIZON COMMUNICATIONS INC (VZ) - 1.98% | BXP INC (BXP) - 1.92% |
| Total Holdings | 51 | 55 |
DIV vs SPHD - Historical Returns
Returns include dividend reinvestment.
1M
DIV
-1.21%
Winner
SPHD
+1.11%
3M
Winner
DIV
-0.26%
SPHD
-1.63%
6M
Winner
DIV
+11.89%
SPHD
+7.61%
1Y
Winner
DIV
+16.52%
SPHD
+11.79%
5Y(CAGR)
DIV
+5.22%
Winner
SPHD
+5.96%
10Y(CAGR)
DIV
+4.00%
Winner
SPHD
+7.29%
Max(CAGR)
DIV
+4.64%
Winner
SPHD
+9.56%
DIV vs SPHD - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | DIV | SPHD |
|---|---|---|
| 2026 | +11.80% | +6.29% |
| 2025 | +2.71% | +3.29% |
| 2024 | +10.65% | +16.18% |
| 2023 | -1.55% | +0.93% |
| 2022 | -4.37% | +0.31% |
| 2021 | +30.61% | +26.77% |
| 2020 | -22.58% | -8.99% |
| 2019 | +14.20% | +20.89% |
| 2018 | -6.54% | -6.32% |
| 2017 | +8.79% | +10.79% |
| 2016 | +11.03% | +23.47% |
| 2015 | -11.29% | +4.85% |
| 2014 | +18.61% | +21.27% |
| 2013 | +8.50% | +18.33% |
| 2012 | N/A | -1.73% |
DIV vs SPHD Drawdown Comparison
The maximum drawdown for DIV was -52.76%, occurring on Mar 23, 2020. Recovery took 495 trading sessions.
The maximum drawdown for SPHD was -41.36%, occurring on Mar 23, 2020. Recovery took 285 trading sessions.
The current DIV drawdown is -2.32%. The current SPHD drawdown is -3.19%.
| Rank | DIV | SPHD |
|---|---|---|
| #1 | -52.76% Jan 16, 2020 - Jan 3, 2022 | -41.36% Jan 17, 2020 - Mar 8, 2021 |
| #2 | -21.26% Nov 26, 2014 - Jan 25, 2017 | -19.51% Apr 20, 2022 - May 15, 2024 |
| #3 | -21.12% Apr 20, 2022 - Sep 13, 2024 | -13.30% Nov 29, 2024 - Jan 22, 2026 |
| #4 | -13.53% Sep 21, 2018 - Sep 11, 2019 | -12.52% Sep 21, 2018 - Feb 5, 2019 |
| #5 | -12.32% Feb 25, 2025 - Jan 14, 2026 | -11.05% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -7.77% May 17, 2013 - Oct 23, 2013 | -8.88% Aug 17, 2015 - Oct 22, 2015 |
| #7 | -7.52% Dec 18, 2017 - Jun 20, 2018 | -8.32% Jun 11, 2021 - Dec 29, 2021 |
| #8 | -7.42% Nov 29, 2024 - Feb 20, 2025 | -7.39% Jul 29, 2016 - Dec 7, 2016 |
| #9 | -6.43% Jan 14, 2022 - Mar 29, 2022 | -7.33% Mar 2, 2026 - Mar 20, 2026 |
| #10 | -5.23% Sep 5, 2014 - Oct 28, 2014 | -7.24% Apr 12, 2019 - Sep 10, 2019 |
| #11 | -4.97% Mar 2, 2026 - Apr 30, 2026 | -6.98% May 21, 2013 - Oct 25, 2013 |
| #12 | -3.40% Sep 11, 2019 - Oct 21, 2019 | -6.67% Dec 29, 2015 - Feb 17, 2016 |
| #13 | -3.22% Jan 25, 2017 - Apr 11, 2017 | -5.84% Nov 1, 2012 - Jan 2, 2013 |
| #14 | -3.20% Nov 22, 2013 - Dec 23, 2013 | -5.76% Jan 22, 2015 - Aug 14, 2015 |
| #15 | -3.19% May 22, 2026 - Jun 3, 2026 | -5.04% Jan 14, 2022 - Mar 22, 2022 |
Correlation
Correlation between DIV and SPHD is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2012 - 2026)
DIV vs SPHD dividend yield comparison.
| Year | DIV | SPHD |
|---|---|---|
| 2026 | 2.78% | 2.06% |
| 2025 | 7.30% | 4.02% |
| 2024 | 5.74% | 3.41% |
| 2023 | 7.13% | 4.48% |
| 2022 | 6.62% | 3.89% |
| 2021 | 5.24% | 3.45% |
| 2020 | 8.01% | 4.89% |
| 2019 | 7.65% | 4.07% |
| 2018 | 7.08% | 4.40% |
| 2017 | 5.92% | 3.14% |
| 2016 | 6.78% | 3.83% |
| 2015 | 8.44% | 3.49% |
| 2014 | 5.32% | 3.24% |
| 2013 | 5.38% | 3.68% |
| 2012 | 0.00% | 0.93% |
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